5/7/2026

speaker
Operator
Conference Operator

only ask one question and one follow-up. Please stand by while we compile the Q&A roster. Our first question comes from the line of Jed Dorsheimer of William Blair. Your line is now open.

speaker
Jed Dorsheimer
Analyst, William Blair

Hey, thanks, guys. I was just wondering, Russell, maybe you could I know that gallium nitride and indium phosphide are mostly deposition, which makes your merger that much more exciting. But there is some implant associated with containment, et cetera. So I was wondering if you might just, you know, spend a minute just talking about that opportunity, and then I have a follow-up. Thanks.

speaker
Russell
Chief Technology Officer, Xelis

Yeah. Hi, Jed. So are you talking about the implant opportunity in silicon photonics, particularly in data centers? Is that where you're heading?

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